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Webcast

Strait Talk

FICC

24 Apr 2026

Mathieu Savary

Mathieu Savary

Deputy Chief Investment Strategist | Head of FICC | Developed Markets, FX

Roukaya Ibrahim

Roukaya Ibrahim

Chief Commodity Strategist

Robert Timper

Robert Timper

Chief Global Fixed Income Strategist

Topics discussed:

  • Update on the situation in the Strait of Hormuz: shipping, attacks, and the state of talks
  • How is the global energy market absorbing the shock?
  • How will central banks respond to the trade-off between growth and inflation?
  • Should investors fade the USD rebound?
  • How is the energy crisis rippling across other commodity markets?

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